Kansai Nerolac Paints（KANSAINER）株式概要関西ネロラックペイント株式会社はインドで塗料、ワニス、エナメル、ラッカーを製造、供給している。 詳細KANSAINER ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長1/6過去の実績2/6財務の健全性6/6配当金4/6報酬収益は年間13.34%増加すると予測されています リスク分析不安定な配当実績 利益率(7.3%)は昨年より低い(14.6%) すべてのリスクチェックを見るKANSAINER Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹210.0222.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0119b2016201920222025202620282031Revenue ₹118.7bEarnings ₹8.7bAdvancedSet Fair ValueView all narrativesKansai Nerolac Paints Limited 競合他社Castrol IndiaSymbol: BSE:500870Market cap: ₹182.4bDeepak NitriteSymbol: BSE:506401Market cap: ₹209.5bCarborundum UniversalSymbol: NSEI:CARBORUNIVMarket cap: ₹224.4bGarware Hi-Tech FilmsSymbol: BSE:500655Market cap: ₹155.3b価格と性能株価の高値、安値、推移の概要Kansai Nerolac Paints過去の株価現在の株価₹210.0252週高値₹264.0052週安値₹157.91ベータ0.291ヶ月の変化-2.37%3ヶ月変化17.59%1年変化-15.47%3年間の変化-35.04%5年間の変化-48.11%IPOからの変化717.20%最新ニュースお知らせ • Jun 26Kansai Nerolac Paints Limited to Report Q1, 2027 Results on Aug 03, 2026Kansai Nerolac Paints Limited announced that they will report Q1, 2027 results on Aug 03, 2026Upcoming Dividend • Jun 22Upcoming dividend of ₹2.50 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 08 August 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.8%).分析記事 • Jun 19Weak Statutory Earnings May Not Tell The Whole Story For Kansai Nerolac Paints (NSE:KANSAINER)A lackluster earnings announcement from Kansai Nerolac Paints Limited ( NSE:KANSAINER ) last week didn't sink the stock...Reported Earnings • Jun 17Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹7.29 (down from ₹14.14 in FY 2025). Revenue: ₹80.5b (up 2.9% from FY 2025). Net income: ₹5.89b (down 48% from FY 2025). Profit margin: 7.3% (down from 15% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.分析記事 • May 09Kansai Nerolac Paints Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a pretty great week for Kansai Nerolac Paints Limited ( NSE:KANSAINER ) shareholders, with its shares surging...Declared Dividend • May 08Dividend of ₹2.50 announcedShareholders will receive a dividend of ₹2.50. Ex-date: 29th June 2026 Payment date: 8th August 2026 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.最新情報をもっと見るRecent updatesお知らせ • Jun 26Kansai Nerolac Paints Limited to Report Q1, 2027 Results on Aug 03, 2026Kansai Nerolac Paints Limited announced that they will report Q1, 2027 results on Aug 03, 2026Upcoming Dividend • Jun 22Upcoming dividend of ₹2.50 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 08 August 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.8%).分析記事 • Jun 19Weak Statutory Earnings May Not Tell The Whole Story For Kansai Nerolac Paints (NSE:KANSAINER)A lackluster earnings announcement from Kansai Nerolac Paints Limited ( NSE:KANSAINER ) last week didn't sink the stock...Reported Earnings • Jun 17Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹7.29 (down from ₹14.14 in FY 2025). Revenue: ₹80.5b (up 2.9% from FY 2025). Net income: ₹5.89b (down 48% from FY 2025). Profit margin: 7.3% (down from 15% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.分析記事 • May 09Kansai Nerolac Paints Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a pretty great week for Kansai Nerolac Paints Limited ( NSE:KANSAINER ) shareholders, with its shares surging...Declared Dividend • May 08Dividend of ₹2.50 announcedShareholders will receive a dividend of ₹2.50. Ex-date: 29th June 2026 Payment date: 8th August 2026 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 07Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹7.29 (down from ₹14.14 in FY 2025). Revenue: ₹82.0b (up 4.8% from FY 2025). Net income: ₹5.89b (down 48% from FY 2025). Profit margin: 7.2% (down from 15% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 8% per year.お知らせ • May 07+ 1 more updateKansai Nerolac Paints Limited, Annual General Meeting, Jul 09, 2026Kansai Nerolac Paints Limited, Annual General Meeting, Jul 09, 2026.お知らせ • Mar 23Kansai Nerolac Paints Limited to Report Q4, 2026 Results on May 06, 2026Kansai Nerolac Paints Limited announced that they will report Q4, 2026 results on May 06, 2026分析記事 • Feb 06Kansai Nerolac Paints Limited (NSE:KANSAINER) Just Released Its Third-Quarter Results And Analysts Are Updating Their EstimatesKansai Nerolac Paints Limited ( NSE:KANSAINER ) shareholders are probably feeling a little disappointed, since its...New Risk • Feb 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.4% Last year net profit margin: 15% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (99% cash payout ratio). Profit margins are more than 30% lower than last year (7.4% net profit margin).分析記事 • Jan 12Kansai Nerolac Paints Limited's (NSE:KANSAINER) Low P/E No Reason For ExcitementWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 25x, you may consider Kansai...お知らせ • Dec 24Kansai Nerolac Paints Limited to Report Q3, 2026 Results on Feb 03, 2026Kansai Nerolac Paints Limited announced that they will report Q3, 2026 results on Feb 03, 2026お知らせ • Dec 12Atire agreed to acquire 60% stake in Kansai Paints Lanka Pvt Ltd. from Kansai Nerolac Paints Limited (BSE:500165).Atire agreed to acquire 60% stake in Kansai Paints Lanka Pvt Ltd. from Kansai Nerolac Paints Limited (BSE:500165) on December 11, 2025. The transaction has been approved by board of directors of Kansai Nerolac Paints Limited.分析記事 • Dec 05Is Kansai Nerolac Paints (NSE:KANSAINER) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Nov 13Kansai Nerolac Paints (NSE:KANSAINER) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfKansai Nerolac Paints Limited's ( NSE:KANSAINER ) robust earnings report didn't manage to move the market for its...分析記事 • Nov 06Earnings Update: Kansai Nerolac Paints Limited (NSE:KANSAINER) Just Reported Its Second-Quarter Results And Analysts Are Updating Their ForecastsLast week saw the newest quarterly earnings release from Kansai Nerolac Paints Limited ( NSE:KANSAINER ), an important...Reported Earnings • Nov 04Second quarter 2026 earnings released: EPS: ₹1.67 (vs ₹1.52 in 2Q 2025)Second quarter 2026 results: EPS: ₹1.67 (up from ₹1.52 in 2Q 2025). Revenue: ₹19.8b (up 1.6% from 2Q 2025). Net income: ₹1.35b (up 9.9% from 2Q 2025). Profit margin: 6.8% (up from 6.3% in 2Q 2025). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Sep 26Kansai Nerolac Paints Limited to Report Q2, 2026 Results on Nov 03, 2025Kansai Nerolac Paints Limited announced that they will report Q2, 2026 results on Nov 03, 2025分析記事 • Aug 27Benign Growth For Kansai Nerolac Paints Limited (NSE:KANSAINER) Underpins Its Share PriceWith a price-to-earnings (or "P/E") ratio of 16.7x Kansai Nerolac Paints Limited ( NSE:KANSAINER ) may be sending...Reported Earnings • Aug 05First quarter 2026 earnings released: EPS: ₹2.73 (vs ₹2.86 in 1Q 2025)First quarter 2026 results: EPS: ₹2.73 (down from ₹2.86 in 1Q 2025). Revenue: ₹22.1b (up 3.8% from 1Q 2025). Net income: ₹2.21b (down 4.3% from 1Q 2025). Profit margin: 10.0% (in line with 1Q 2025). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.分析記事 • Jul 29Be Wary Of Kansai Nerolac Paints (NSE:KANSAINER) And Its Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Jun 30+ 2 more updatesKansai Nerolac Paints Limited Approves Dividend for the Year Ended March 31, 2025Kansai Nerolac Paints Limited announced that at its AGM held on June 30, 2025, shareholders approved the dividend of INR 2.50 per share for the year ended March 31, 2025.お知らせ • Jun 25Kansai Nerolac Paints Limited to Report Q1, 2026 Results on Aug 04, 2025Kansai Nerolac Paints Limited announced that they will report Q1, 2026 results on Aug 04, 2025Upcoming Dividend • Jun 16Upcoming dividend of ₹3.75 per shareEligible shareholders must have bought the stock before 23 June 2025. Payment date: 30 July 2025. Payout ratio is a comfortable 18% and the cash payout ratio is 88%. Trailing yield: 1.5%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.7%).Reported Earnings • Jun 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹14.14 (down from ₹14.66 in FY 2024). Revenue: ₹78.2b (flat on FY 2024). Net income: ₹11.4b (down 3.6% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 85%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.分析記事 • May 23Kansai Nerolac Paints (NSE:KANSAINER) Will Pay A Dividend Of ₹3.75Kansai Nerolac Paints Limited's ( NSE:KANSAINER ) investors are due to receive a payment of ₹3.75 per share on 30th of...分析記事 • May 14Kansai Nerolac Paints' (NSE:KANSAINER) Profits Appear To Have Quality IssuesThe recent earnings posted by Kansai Nerolac Paints Limited ( NSE:KANSAINER ) were solid, but the stock didn't move as...Reported Earnings • May 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹14.14 (down from ₹14.66 in FY 2024). Revenue: ₹79.6b (up 2.1% from FY 2024). Net income: ₹11.4b (down 3.6% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 85%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.分析記事 • May 09Kansai Nerolac Paints (NSE:KANSAINER) Is Paying Out A Dividend Of ₹3.75The board of Kansai Nerolac Paints Limited ( NSE:KANSAINER ) has announced that it will pay a dividend of ₹3.75 per...Declared Dividend • May 08Dividend of ₹3.75 announcedShareholders will receive a dividend of ₹3.75. Ex-date: 23rd June 2025 Payment date: 30th July 2025 Dividend yield will be 1.5%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 29% over the next 3 years. However, it would need to fall by 81% to increase the payout ratio to a potentially unsustainable range.お知らせ • May 07+ 1 more updateKansai Nerolac Paints Limited, Annual General Meeting, Jun 30, 2025Kansai Nerolac Paints Limited, Annual General Meeting, Jun 30, 2025.分析記事 • May 01Little Excitement Around Kansai Nerolac Paints Limited's (NSE:KANSAINER) EarningsKansai Nerolac Paints Limited's ( NSE:KANSAINER ) price-to-earnings (or "P/E") ratio of 18.1x might make it look like a...お知らせ • Mar 24Kansai Nerolac Paints Limited to Report Q4, 2025 Results on May 06, 2025Kansai Nerolac Paints Limited announced that they will report Q4, 2025 results on May 06, 2025お知らせ • Feb 07Kansai Nerolac Paints Limited Appoints Ram Mehrotra as Chief Business Officer - Decorative SalesKansai Nerolac Paints Limited announced that Mr. Ram Mehrotra has been appointed as Chief Business Officer - Decorative Sales of the Company. He will be reporting to the Managing Director. Date of appointment is February 7, 2025. Mr. Ram Mehrotra has over 30 years of experience in sales, marketing, and business leadership. He was serving as the Senior Vice President (Sales & Marketing) at Astral Limited, where he was overseeing the business development and brand strategy for the paints vertical. Before joining Astral, Mr. Mehrotra had a long and successful tenure with Kansai Nerolac Paints Ltd, where he served for over 25 years in various key positions, including Vice President (Sales & Marketing). He spearheaded the growth of the decorative paints division, focusing on increasing market share and profitability. With his deep expertise in marketing strategy, brand development, and sales leadership, Mr. Mehrotra brings a wealth of knowledge to any organization he is part of, continuing to make significant contributions to the industry. He holds an MBA in Marketing from Kanpur University in 1994. He completed Chief Marketing Officer Program at the Indian Institute of Management, Lucknow in 2023, and earned a Bachelor of Engineering (B.E.) in Electrical and Electronics Engineering from Dayalbagh Educational Institute in 1991.お知らせ • Feb 06Kansai Nerolac Paints Limited Announces Retirement of Anuj Jain as Managing DirectorKansai Nerolac Paints Limited at its Board meeting held on February 5, 2025, approved the Retirement of Mr. Anuj Jain as the Managing Director. The Company and Mr. Anuj Jain, Managing Director have mutually agreed that Mr. Jain will take early retirement from the services of the Company at the close of business on March 31, 2025. The Company places on record the contribution of Mr. Jain for 35 long years in various capacities across geographies. He has led the Company from the front as the Managing Director for the last three years and contributed significantly to the progress of the Company.New Risk • Feb 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.0% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Feb 06Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: ₹8.42 (up from ₹1.91 in 3Q 2024). Revenue: ₹19.6b (up 2.3% from 3Q 2024). Net income: ₹6.81b (up 341% from 3Q 2024). Profit margin: 35% (up from 8.0% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 63%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.分析記事 • Jan 28There Are Reasons To Feel Uneasy About Kansai Nerolac Paints' (NSE:KANSAINER) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...お知らせ • Jan 21Kansai Nerolac Paints Limited Announces Cessation of Pradip P. Shah as Director and Chairman of the CompanyKansai Nerolac Paints Limited informed that Mr. Pradip P. Shah (holding Director Identification Number 00066242) will retire upon completion of his second term of office as an Independent Director and consequently, cease to be a Director and Chairman of the Company, with effect from close of business on 29th January, 2025. Mr. Shah had been appointed as an Independent Director in terms of the Companies Act, 2013 with effect from 30th January, 2015 for a term of five years till 29th January, 2020. He had been re-appointed as an Independent Director for a further term of five years from 30th January, 2020 upto and including 29th January, 2025.お知らせ • Dec 27Kansai Nerolac Paints Limited to Report Q3, 2025 Results on Feb 05, 2025Kansai Nerolac Paints Limited announced that they will report Q3, 2025 results on Feb 05, 2025分析記事 • Nov 27Is Kansai Nerolac Paints (NSE:KANSAINER) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Nov 09Here's What Analysts Are Forecasting For Kansai Nerolac Paints Limited (NSE:KANSAINER) After Its Second-Quarter ResultsKansai Nerolac Paints Limited ( NSE:KANSAINER ) shareholders are probably feeling a little disappointed, since its...Reported Earnings • Nov 07Second quarter 2025 earnings released: EPS: ₹1.52 (vs ₹2.19 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.52 (down from ₹2.19 in 2Q 2024). Revenue: ₹19.8b (up 1.1% from 2Q 2024). Net income: ₹1.23b (down 31% from 2Q 2024). Profit margin: 6.2% (down from 9.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.分析記事 • Sep 29Here's What's Concerning About Kansai Nerolac Paints' (NSE:KANSAINER) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Sep 27Kansai Nerolac Paints Limited to Report First Half, 2025 Results on Nov 06, 2024Kansai Nerolac Paints Limited announced that they will report first half, 2025 results on Nov 06, 2024分析記事 • Aug 21Here's Why Kansai Nerolac Paints (NSE:KANSAINER) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Aug 01Earnings Update: Kansai Nerolac Paints Limited (NSE:KANSAINER) Just Reported Its First-Quarter Results And Analysts Are Updating Their ForecastsShareholders of Kansai Nerolac Paints Limited ( NSE:KANSAINER ) will be pleased this week, given that the stock price...Reported Earnings • Jul 30First quarter 2025 earnings released: EPS: ₹2.86 (vs ₹9.13 in 1Q 2024)First quarter 2025 results: EPS: ₹2.86 (down from ₹9.13 in 1Q 2024). Revenue: ₹21.3b (down 1.1% from 1Q 2024). Net income: ₹2.31b (down 69% from 1Q 2024). Profit margin: 11% (down from 34% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.分析記事 • Jul 30Kansai Nerolac Paints Limited (NSE:KANSAINER) Looks Inexpensive But Perhaps Not Attractive EnoughKansai Nerolac Paints Limited's ( NSE:KANSAINER ) price-to-earnings (or "P/E") ratio of 19.2x might make it look like a...お知らせ • Jun 28+ 1 more updateKansai Nerolac Paints Limited Announces Dividend for the Year Ended 31St March, 2024Kansai Nerolac Paints Limited approved at its AGM held on 28th June, 2024 the dividend of INR 3.75 each for the year ended 31st March, 2024.お知らせ • Jun 27Kansai Nerolac Paints Limited to Report Q1, 2025 Results on Jul 29, 2024Kansai Nerolac Paints Limited announced that they will report Q1, 2025 results on Jul 29, 2024Upcoming Dividend • Jun 14Upcoming dividend of ₹3.75 per shareEligible shareholders must have bought the stock before 21 June 2024. Payment date: 28 July 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.7%).分析記事 • May 12There May Be Underlying Issues With The Quality Of Kansai Nerolac Paints' (NSE:KANSAINER) EarningsKansai Nerolac Paints Limited's ( NSE:KANSAINER ) robust earnings report didn't manage to move the market for its...お知らせ • May 06+ 2 more updatesKansai Nerolac Paints Limited Recommends Dividend for the Financial Year Ended 31 March, 2024, Payable on or After July 3, 2024Kansai Nerolac Paints Limited, at its board meeting, held on May 4, 2024, announced that the Board has recommended dividend of 375% (INR 3.75 per share) which includes special dividend of 125% (INR 1.25 per share) for the financial year ended 31st March, 2024, as compared to the dividend of 270% (INR 2.70 per share) paid for the financial year ended 31st March, 2023. Dividend, when declared, will be payable on or after 3rd July, 2024 to those Members whose names are registered in the Register of Members of the Company as on 21st June, 2024 and to the Beneficiary holders as per the beneficiary list as on 21st June, 2024 provided by National Securities Depository Limited and Central Depository Services (India) Limited.Reported Earnings • May 05Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₹14.66 (up from ₹5.86 in FY 2023). Revenue: ₹78.9b (up 4.6% from FY 2023). Net income: ₹11.9b (up 150% from FY 2023). Profit margin: 15% (up from 6.3% in FY 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 25%. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.分析記事 • May 04Here's Why We Think Kansai Nerolac Paints (NSE:KANSAINER) Might Deserve Your Attention TodayIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Apr 16Benign Growth For Kansai Nerolac Paints Limited (NSE:KANSAINER) Underpins Its Share PriceKansai Nerolac Paints Limited's ( NSE:KANSAINER ) price-to-earnings (or "P/E") ratio of 19x might make it look like a...お知らせ • Mar 27Kansai Nerolac Paints Limited to Report Fiscal Year 2024 Results on May 04, 2024Kansai Nerolac Paints Limited announced that they will report fiscal year 2024 results at 12:15 PM, Indian Standard Time on May 04, 2024分析記事 • Mar 13Kansai Nerolac Paints (NSE:KANSAINER) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Feb 12Capital Allocation Trends At Kansai Nerolac Paints (NSE:KANSAINER) Aren't IdealTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Reported Earnings • Feb 06Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: ₹1.91 (up from ₹1.36 in 3Q 2023). Revenue: ₹19.4b (up 6.1% from 3Q 2023). Net income: ₹1.54b (up 40% from 3Q 2023). Profit margin: 8.0% (up from 6.0% in 3Q 2023). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.分析記事 • Jan 27If EPS Growth Is Important To You, Kansai Nerolac Paints (NSE:KANSAINER) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Dec 26Kansai Nerolac Paints Limited to Report Q3, 2024 Results on Feb 05, 2024Kansai Nerolac Paints Limited announced that they will report Q3, 2024 results on Feb 05, 2024分析記事 • Dec 07Kansai Nerolac Paints (NSE:KANSAINER) Could Easily Take On More DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Nov 09Additional Considerations Required While Assessing Kansai Nerolac Paints' (NSE:KANSAINER) Strong EarningsKansai Nerolac Paints Limited's ( NSE:KANSAINER ) robust earnings report didn't manage to move the market for its...Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: ₹2.19 (vs ₹1.41 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.19 (up from ₹1.41 in 2Q 2023). Revenue: ₹19.8b (up 2.5% from 2Q 2023). Net income: ₹1.77b (up 56% from 2Q 2023). Profit margin: 9.0% (up from 5.9% in 2Q 2023). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Sep 27Kansai Nerolac Paints Limited to Report Q2, 2024 Results on Nov 01, 2023Kansai Nerolac Paints Limited announced that they will report Q2, 2024 results on Nov 01, 2023分析記事 • Sep 16Do Kansai Nerolac Paints' (NSE:KANSAINER) Earnings Warrant Your Attention?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Aug 26Kansai Nerolac Paints' (NSE:KANSAINER) Returns On Capital Not Reflecting Well On The BusinessIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Price Target Changed • Aug 08Price target increased by 9.2% to ₹357Up from ₹327, the current price target is an average from 17 analysts. New target price is 8.4% above last closing price of ₹329. Stock is down 0.4% over the past year. The company is forecast to post earnings per share of ₹9.87 for next year compared to ₹5.86 last year.New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 9.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 9.1% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: ₹9.13 (vs ₹1.93 in 1Q 2023)First quarter 2024 results: EPS: ₹9.13 (up from ₹1.93 in 1Q 2023). Revenue: ₹21.7b (up 6.0% from 1Q 2023). Net income: ₹7.38b (up 372% from 1Q 2023). Profit margin: 34% (up from 7.6% in 1Q 2023). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 01Kansai Nerolac Paints Limited to Report Q1, 2024 Results on Aug 03, 2023Kansai Nerolac Paints Limited announced that they will report Q1, 2024 results at 3:30 PM, Indian Standard Time on Aug 03, 2023お知らせ • Jun 28+ 1 more updateKansai Nerolac Paints Limited Approves Dividend for the Year Ended 31 March, 2023Kansai Nerolac Paints Limited approved dividend of INR 2.70 (270%) per Equity Share of the nominal value of 1 each for the year ended 31st March, 2023 at its AGM held on June 26, 2023.Reported Earnings • Jun 07Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹8.79 (up from ₹6.66 in FY 2022). Revenue: ₹75.4b (up 18% from FY 2022). Net income: ₹4.74b (up 32% from FY 2022). Profit margin: 6.3% (up from 5.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.分析記事 • May 31Does Kansai Nerolac Paints (NSE:KANSAINER) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • May 19Kansai Nerolac Paints Limited, Annual General Meeting, Jun 26, 2023Kansai Nerolac Paints Limited, Annual General Meeting, Jun 26, 2023, at 11:00 Indian Standard Time.Upcoming Dividend • May 18Upcoming dividend of ريال2.70 per share at 0.6% yieldEligible shareholders must have bought the stock before 25 May 2023. Payment date: 26 July 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (0.9%).お知らせ • May 09+ 1 more updateKansai Nerolac Paints Limited Announces Resignation of Shigeki Takahara as Non-Executive Director with Effect from 26 June, 2023Kansai Nerolac Paints Limited announced that at its Board Meeting held on May 8, 2023, noted resignation of Mr. Shigeki Takahara (holding Director Identification Number: 08736626) as a Non-Executive Director of the Company with effect from 26th June, 2023 and appointment of Mr. Pravin D. Chaudhari (holding Director Identification Number: 02171823) with effect from 26th June, 2023, as a Non-Executive Director, liable toretire by rotation, in the causal vacancy caused by the resignation of Mr. Takahara. The appointment of Mr. Chaudhari is subject to the approval of the Shareholders at the ensuing Annual General Meeting of the Company. Mr. Pravin Digambar Chaudhari has a bachelor's degree in engineering and masters in management from Mumbai University. Mr. Chaudhari joined the Company as a trainee in 1993 and was appointed as a director on theBoard in 2008. He was with the Company till 2018. In 2018, he joined Pidilite Industries to head their Pigment business and industrial operations. He has joined Kansai Paint Co. Ltd., Japan as Managing Officer and Deputy Chief of Corporate Production, Supply Chain Management and Procurement in April 2023. He has rich knowledge and experience in the field of Operations Management, Manufacturing, Supply Chain Management,Business Development, Sales Management and Strategy.Reported Earnings • May 09Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹8.79 (up from ₹6.66 in FY 2022). Revenue: ₹75.7b (up 19% from FY 2022). Net income: ₹4.74b (up 32% from FY 2022). Profit margin: 6.3% (up from 5.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.分析記事 • May 04Here's What's Concerning About Kansai Nerolac Paints' (NSE:KANSAINER) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: ₹2.04 (vs ₹2.38 in 3Q 2022)Third quarter 2023 results: EPS: ₹2.04 (down from ₹2.38 in 3Q 2022). Revenue: ₹18.3b (flat on 3Q 2022). Net income: ₹1.10b (down 14% from 3Q 2022). Profit margin: 6.0% (down from 7.1% in 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 6% per year.分析記事 • Feb 01Returns On Capital Signal Tricky Times Ahead For Kansai Nerolac Paints (NSE:KANSAINER)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Jan 06Does Kansai Nerolac Paints (NSE:KANSAINER) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Dec 31Kansai Nerolac Paints Limited to Report Q3, 2023 Results on Feb 03, 2023Kansai Nerolac Paints Limited announced that they will report Q3, 2023 results on Feb 03, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Bhaskar Bhat was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: ₹2.11 (vs ₹1.71 in 2Q 2022)Second quarter 2023 results: EPS: ₹2.11 (up from ₹1.71 in 2Q 2022). Revenue: ₹19.4b (up 20% from 2Q 2022). Net income: ₹1.14b (up 23% from 2Q 2022). Profit margin: 5.9% (up from 5.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 3% per year.分析記事 • Nov 02Kansai Nerolac Paints (NSE:KANSAINER) Is Reinvesting At Lower Rates Of ReturnIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...株主還元KANSAINERIN ChemicalsIN 市場7D-2.0%-0.7%-0.3%1Y-15.5%-5.9%-2.8%株主還元を見る業界別リターン: KANSAINER過去 1 年間で-5.9 % の収益を上げたIndian Chemicals業界を下回りました。リターン対市場: KANSAINERは、過去 1 年間で-2.8 % のリターンを上げたIndian市場を下回りました。価格変動Is KANSAINER's price volatile compared to industry and market?KANSAINER volatilityKANSAINER Average Weekly Movement4.1%Chemicals Industry Average Movement6.6%Market Average Movement6.7%10% most volatile stocks in IN Market9.8%10% least volatile stocks in IN Market4.2%安定した株価: KANSAINER 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: KANSAINERの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19203,804Pravin Chaudhariwww.nerolac.com関西ネロラックペイントはインドで塗料、ワニス、エナメル、ラッカーを製造、供給している。内外壁用塗料、木部用塗料、金属エナメル塗料、補助塗料のほか、接着剤、防水製品、内装用テクスチャー、自動車用塗料、粉体塗料、パフォーマンスコーティング液、自動車再塗装、プライマー、エナメル、木部仕上げ、防水ソリューション、建築用化学薬品などを提供。また、消毒剤、手指消毒剤、マルチ表面保護シートも提供している。旧社名はグッドラス・ネロラックペイント株式会社で、2006年4月に関西ネロラックペイント株式会社に社名変更した。同社は1920年に設立され、インドのムンバイに本社を置いている。関西ネロラックペイントは関西ペイントの子会社である。もっと見るKansai Nerolac Paints Limited 基礎のまとめKansai Nerolac Paints の収益と売上を時価総額と比較するとどうか。KANSAINER 基礎統計学時価総額₹164.93b収益（TTM）₹5.89b売上高(TTM)₹80.52b28.8xPER（株価収益率2.1xP/SレシオKANSAINER は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計KANSAINER 損益計算書（TTM）収益₹80.52b売上原価₹52.20b売上総利益₹28.32bその他の費用₹22.43b収益₹5.89b直近の収益報告Mar 31, 2026次回決算日Aug 03, 2026一株当たり利益（EPS）7.29グロス・マージン35.18%純利益率7.32%有利子負債／自己資本比率1.2%KANSAINER の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.2%現在の配当利回り34%配当性向KANSAINER 配当は確実ですか？KANSAINER 配当履歴とベンチマークを見るKANSAINER 、いつまでに購入すれば配当金を受け取れますか？Kansai Nerolac Paints 配当日配当落ち日Jun 29 2026配当支払日Aug 08 2026配当落ちまでの日数3 days配当支払日までの日数37 daysKANSAINER 配当は確実ですか？KANSAINER 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/01 12:51終値2026/07/01 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Kansai Nerolac Paints Limited 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。36 アナリスト機関Aradhana Jain360 ONE Capital Market Private Limitednull nullAnand Rathi Shares and Stock Brokers Limitednull nullAntique Stockbroking Ltd.33 その他のアナリストを表示
お知らせ • Jun 26Kansai Nerolac Paints Limited to Report Q1, 2027 Results on Aug 03, 2026Kansai Nerolac Paints Limited announced that they will report Q1, 2027 results on Aug 03, 2026
Upcoming Dividend • Jun 22Upcoming dividend of ₹2.50 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 08 August 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.8%).
分析記事 • Jun 19Weak Statutory Earnings May Not Tell The Whole Story For Kansai Nerolac Paints (NSE:KANSAINER)A lackluster earnings announcement from Kansai Nerolac Paints Limited ( NSE:KANSAINER ) last week didn't sink the stock...
Reported Earnings • Jun 17Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹7.29 (down from ₹14.14 in FY 2025). Revenue: ₹80.5b (up 2.9% from FY 2025). Net income: ₹5.89b (down 48% from FY 2025). Profit margin: 7.3% (down from 15% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
分析記事 • May 09Kansai Nerolac Paints Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a pretty great week for Kansai Nerolac Paints Limited ( NSE:KANSAINER ) shareholders, with its shares surging...
Declared Dividend • May 08Dividend of ₹2.50 announcedShareholders will receive a dividend of ₹2.50. Ex-date: 29th June 2026 Payment date: 8th August 2026 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 26Kansai Nerolac Paints Limited to Report Q1, 2027 Results on Aug 03, 2026Kansai Nerolac Paints Limited announced that they will report Q1, 2027 results on Aug 03, 2026
Upcoming Dividend • Jun 22Upcoming dividend of ₹2.50 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 08 August 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.8%).
分析記事 • Jun 19Weak Statutory Earnings May Not Tell The Whole Story For Kansai Nerolac Paints (NSE:KANSAINER)A lackluster earnings announcement from Kansai Nerolac Paints Limited ( NSE:KANSAINER ) last week didn't sink the stock...
Reported Earnings • Jun 17Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹7.29 (down from ₹14.14 in FY 2025). Revenue: ₹80.5b (up 2.9% from FY 2025). Net income: ₹5.89b (down 48% from FY 2025). Profit margin: 7.3% (down from 15% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
分析記事 • May 09Kansai Nerolac Paints Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a pretty great week for Kansai Nerolac Paints Limited ( NSE:KANSAINER ) shareholders, with its shares surging...
Declared Dividend • May 08Dividend of ₹2.50 announcedShareholders will receive a dividend of ₹2.50. Ex-date: 29th June 2026 Payment date: 8th August 2026 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 07Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹7.29 (down from ₹14.14 in FY 2025). Revenue: ₹82.0b (up 4.8% from FY 2025). Net income: ₹5.89b (down 48% from FY 2025). Profit margin: 7.2% (down from 15% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 8% per year.
お知らせ • May 07+ 1 more updateKansai Nerolac Paints Limited, Annual General Meeting, Jul 09, 2026Kansai Nerolac Paints Limited, Annual General Meeting, Jul 09, 2026.
お知らせ • Mar 23Kansai Nerolac Paints Limited to Report Q4, 2026 Results on May 06, 2026Kansai Nerolac Paints Limited announced that they will report Q4, 2026 results on May 06, 2026
分析記事 • Feb 06Kansai Nerolac Paints Limited (NSE:KANSAINER) Just Released Its Third-Quarter Results And Analysts Are Updating Their EstimatesKansai Nerolac Paints Limited ( NSE:KANSAINER ) shareholders are probably feeling a little disappointed, since its...
New Risk • Feb 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.4% Last year net profit margin: 15% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (99% cash payout ratio). Profit margins are more than 30% lower than last year (7.4% net profit margin).
分析記事 • Jan 12Kansai Nerolac Paints Limited's (NSE:KANSAINER) Low P/E No Reason For ExcitementWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 25x, you may consider Kansai...
お知らせ • Dec 24Kansai Nerolac Paints Limited to Report Q3, 2026 Results on Feb 03, 2026Kansai Nerolac Paints Limited announced that they will report Q3, 2026 results on Feb 03, 2026
お知らせ • Dec 12Atire agreed to acquire 60% stake in Kansai Paints Lanka Pvt Ltd. from Kansai Nerolac Paints Limited (BSE:500165).Atire agreed to acquire 60% stake in Kansai Paints Lanka Pvt Ltd. from Kansai Nerolac Paints Limited (BSE:500165) on December 11, 2025. The transaction has been approved by board of directors of Kansai Nerolac Paints Limited.
分析記事 • Dec 05Is Kansai Nerolac Paints (NSE:KANSAINER) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Nov 13Kansai Nerolac Paints (NSE:KANSAINER) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfKansai Nerolac Paints Limited's ( NSE:KANSAINER ) robust earnings report didn't manage to move the market for its...
分析記事 • Nov 06Earnings Update: Kansai Nerolac Paints Limited (NSE:KANSAINER) Just Reported Its Second-Quarter Results And Analysts Are Updating Their ForecastsLast week saw the newest quarterly earnings release from Kansai Nerolac Paints Limited ( NSE:KANSAINER ), an important...
Reported Earnings • Nov 04Second quarter 2026 earnings released: EPS: ₹1.67 (vs ₹1.52 in 2Q 2025)Second quarter 2026 results: EPS: ₹1.67 (up from ₹1.52 in 2Q 2025). Revenue: ₹19.8b (up 1.6% from 2Q 2025). Net income: ₹1.35b (up 9.9% from 2Q 2025). Profit margin: 6.8% (up from 6.3% in 2Q 2025). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Sep 26Kansai Nerolac Paints Limited to Report Q2, 2026 Results on Nov 03, 2025Kansai Nerolac Paints Limited announced that they will report Q2, 2026 results on Nov 03, 2025
分析記事 • Aug 27Benign Growth For Kansai Nerolac Paints Limited (NSE:KANSAINER) Underpins Its Share PriceWith a price-to-earnings (or "P/E") ratio of 16.7x Kansai Nerolac Paints Limited ( NSE:KANSAINER ) may be sending...
Reported Earnings • Aug 05First quarter 2026 earnings released: EPS: ₹2.73 (vs ₹2.86 in 1Q 2025)First quarter 2026 results: EPS: ₹2.73 (down from ₹2.86 in 1Q 2025). Revenue: ₹22.1b (up 3.8% from 1Q 2025). Net income: ₹2.21b (down 4.3% from 1Q 2025). Profit margin: 10.0% (in line with 1Q 2025). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
分析記事 • Jul 29Be Wary Of Kansai Nerolac Paints (NSE:KANSAINER) And Its Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Jun 30+ 2 more updatesKansai Nerolac Paints Limited Approves Dividend for the Year Ended March 31, 2025Kansai Nerolac Paints Limited announced that at its AGM held on June 30, 2025, shareholders approved the dividend of INR 2.50 per share for the year ended March 31, 2025.
お知らせ • Jun 25Kansai Nerolac Paints Limited to Report Q1, 2026 Results on Aug 04, 2025Kansai Nerolac Paints Limited announced that they will report Q1, 2026 results on Aug 04, 2025
Upcoming Dividend • Jun 16Upcoming dividend of ₹3.75 per shareEligible shareholders must have bought the stock before 23 June 2025. Payment date: 30 July 2025. Payout ratio is a comfortable 18% and the cash payout ratio is 88%. Trailing yield: 1.5%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (0.7%).
Reported Earnings • Jun 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹14.14 (down from ₹14.66 in FY 2024). Revenue: ₹78.2b (flat on FY 2024). Net income: ₹11.4b (down 3.6% from FY 2024). Profit margin: 15% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 85%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
分析記事 • May 23Kansai Nerolac Paints (NSE:KANSAINER) Will Pay A Dividend Of ₹3.75Kansai Nerolac Paints Limited's ( NSE:KANSAINER ) investors are due to receive a payment of ₹3.75 per share on 30th of...
分析記事 • May 14Kansai Nerolac Paints' (NSE:KANSAINER) Profits Appear To Have Quality IssuesThe recent earnings posted by Kansai Nerolac Paints Limited ( NSE:KANSAINER ) were solid, but the stock didn't move as...
Reported Earnings • May 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹14.14 (down from ₹14.66 in FY 2024). Revenue: ₹79.6b (up 2.1% from FY 2024). Net income: ₹11.4b (down 3.6% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 85%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
分析記事 • May 09Kansai Nerolac Paints (NSE:KANSAINER) Is Paying Out A Dividend Of ₹3.75The board of Kansai Nerolac Paints Limited ( NSE:KANSAINER ) has announced that it will pay a dividend of ₹3.75 per...
Declared Dividend • May 08Dividend of ₹3.75 announcedShareholders will receive a dividend of ₹3.75. Ex-date: 23rd June 2025 Payment date: 30th July 2025 Dividend yield will be 1.5%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 29% over the next 3 years. However, it would need to fall by 81% to increase the payout ratio to a potentially unsustainable range.
お知らせ • May 07+ 1 more updateKansai Nerolac Paints Limited, Annual General Meeting, Jun 30, 2025Kansai Nerolac Paints Limited, Annual General Meeting, Jun 30, 2025.
分析記事 • May 01Little Excitement Around Kansai Nerolac Paints Limited's (NSE:KANSAINER) EarningsKansai Nerolac Paints Limited's ( NSE:KANSAINER ) price-to-earnings (or "P/E") ratio of 18.1x might make it look like a...
お知らせ • Mar 24Kansai Nerolac Paints Limited to Report Q4, 2025 Results on May 06, 2025Kansai Nerolac Paints Limited announced that they will report Q4, 2025 results on May 06, 2025
お知らせ • Feb 07Kansai Nerolac Paints Limited Appoints Ram Mehrotra as Chief Business Officer - Decorative SalesKansai Nerolac Paints Limited announced that Mr. Ram Mehrotra has been appointed as Chief Business Officer - Decorative Sales of the Company. He will be reporting to the Managing Director. Date of appointment is February 7, 2025. Mr. Ram Mehrotra has over 30 years of experience in sales, marketing, and business leadership. He was serving as the Senior Vice President (Sales & Marketing) at Astral Limited, where he was overseeing the business development and brand strategy for the paints vertical. Before joining Astral, Mr. Mehrotra had a long and successful tenure with Kansai Nerolac Paints Ltd, where he served for over 25 years in various key positions, including Vice President (Sales & Marketing). He spearheaded the growth of the decorative paints division, focusing on increasing market share and profitability. With his deep expertise in marketing strategy, brand development, and sales leadership, Mr. Mehrotra brings a wealth of knowledge to any organization he is part of, continuing to make significant contributions to the industry. He holds an MBA in Marketing from Kanpur University in 1994. He completed Chief Marketing Officer Program at the Indian Institute of Management, Lucknow in 2023, and earned a Bachelor of Engineering (B.E.) in Electrical and Electronics Engineering from Dayalbagh Educational Institute in 1991.
お知らせ • Feb 06Kansai Nerolac Paints Limited Announces Retirement of Anuj Jain as Managing DirectorKansai Nerolac Paints Limited at its Board meeting held on February 5, 2025, approved the Retirement of Mr. Anuj Jain as the Managing Director. The Company and Mr. Anuj Jain, Managing Director have mutually agreed that Mr. Jain will take early retirement from the services of the Company at the close of business on March 31, 2025. The Company places on record the contribution of Mr. Jain for 35 long years in various capacities across geographies. He has led the Company from the front as the Managing Director for the last three years and contributed significantly to the progress of the Company.
New Risk • Feb 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.0% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Feb 06Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: ₹8.42 (up from ₹1.91 in 3Q 2024). Revenue: ₹19.6b (up 2.3% from 3Q 2024). Net income: ₹6.81b (up 341% from 3Q 2024). Profit margin: 35% (up from 8.0% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 63%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
分析記事 • Jan 28There Are Reasons To Feel Uneasy About Kansai Nerolac Paints' (NSE:KANSAINER) Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
お知らせ • Jan 21Kansai Nerolac Paints Limited Announces Cessation of Pradip P. Shah as Director and Chairman of the CompanyKansai Nerolac Paints Limited informed that Mr. Pradip P. Shah (holding Director Identification Number 00066242) will retire upon completion of his second term of office as an Independent Director and consequently, cease to be a Director and Chairman of the Company, with effect from close of business on 29th January, 2025. Mr. Shah had been appointed as an Independent Director in terms of the Companies Act, 2013 with effect from 30th January, 2015 for a term of five years till 29th January, 2020. He had been re-appointed as an Independent Director for a further term of five years from 30th January, 2020 upto and including 29th January, 2025.
お知らせ • Dec 27Kansai Nerolac Paints Limited to Report Q3, 2025 Results on Feb 05, 2025Kansai Nerolac Paints Limited announced that they will report Q3, 2025 results on Feb 05, 2025
分析記事 • Nov 27Is Kansai Nerolac Paints (NSE:KANSAINER) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Nov 09Here's What Analysts Are Forecasting For Kansai Nerolac Paints Limited (NSE:KANSAINER) After Its Second-Quarter ResultsKansai Nerolac Paints Limited ( NSE:KANSAINER ) shareholders are probably feeling a little disappointed, since its...
Reported Earnings • Nov 07Second quarter 2025 earnings released: EPS: ₹1.52 (vs ₹2.19 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.52 (down from ₹2.19 in 2Q 2024). Revenue: ₹19.8b (up 1.1% from 2Q 2024). Net income: ₹1.23b (down 31% from 2Q 2024). Profit margin: 6.2% (down from 9.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
分析記事 • Sep 29Here's What's Concerning About Kansai Nerolac Paints' (NSE:KANSAINER) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Sep 27Kansai Nerolac Paints Limited to Report First Half, 2025 Results on Nov 06, 2024Kansai Nerolac Paints Limited announced that they will report first half, 2025 results on Nov 06, 2024
分析記事 • Aug 21Here's Why Kansai Nerolac Paints (NSE:KANSAINER) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Aug 01Earnings Update: Kansai Nerolac Paints Limited (NSE:KANSAINER) Just Reported Its First-Quarter Results And Analysts Are Updating Their ForecastsShareholders of Kansai Nerolac Paints Limited ( NSE:KANSAINER ) will be pleased this week, given that the stock price...
Reported Earnings • Jul 30First quarter 2025 earnings released: EPS: ₹2.86 (vs ₹9.13 in 1Q 2024)First quarter 2025 results: EPS: ₹2.86 (down from ₹9.13 in 1Q 2024). Revenue: ₹21.3b (down 1.1% from 1Q 2024). Net income: ₹2.31b (down 69% from 1Q 2024). Profit margin: 11% (down from 34% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
分析記事 • Jul 30Kansai Nerolac Paints Limited (NSE:KANSAINER) Looks Inexpensive But Perhaps Not Attractive EnoughKansai Nerolac Paints Limited's ( NSE:KANSAINER ) price-to-earnings (or "P/E") ratio of 19.2x might make it look like a...
お知らせ • Jun 28+ 1 more updateKansai Nerolac Paints Limited Announces Dividend for the Year Ended 31St March, 2024Kansai Nerolac Paints Limited approved at its AGM held on 28th June, 2024 the dividend of INR 3.75 each for the year ended 31st March, 2024.
お知らせ • Jun 27Kansai Nerolac Paints Limited to Report Q1, 2025 Results on Jul 29, 2024Kansai Nerolac Paints Limited announced that they will report Q1, 2025 results on Jul 29, 2024
Upcoming Dividend • Jun 14Upcoming dividend of ₹3.75 per shareEligible shareholders must have bought the stock before 21 June 2024. Payment date: 28 July 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.7%).
分析記事 • May 12There May Be Underlying Issues With The Quality Of Kansai Nerolac Paints' (NSE:KANSAINER) EarningsKansai Nerolac Paints Limited's ( NSE:KANSAINER ) robust earnings report didn't manage to move the market for its...
お知らせ • May 06+ 2 more updatesKansai Nerolac Paints Limited Recommends Dividend for the Financial Year Ended 31 March, 2024, Payable on or After July 3, 2024Kansai Nerolac Paints Limited, at its board meeting, held on May 4, 2024, announced that the Board has recommended dividend of 375% (INR 3.75 per share) which includes special dividend of 125% (INR 1.25 per share) for the financial year ended 31st March, 2024, as compared to the dividend of 270% (INR 2.70 per share) paid for the financial year ended 31st March, 2023. Dividend, when declared, will be payable on or after 3rd July, 2024 to those Members whose names are registered in the Register of Members of the Company as on 21st June, 2024 and to the Beneficiary holders as per the beneficiary list as on 21st June, 2024 provided by National Securities Depository Limited and Central Depository Services (India) Limited.
Reported Earnings • May 05Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: ₹14.66 (up from ₹5.86 in FY 2023). Revenue: ₹78.9b (up 4.6% from FY 2023). Net income: ₹11.9b (up 150% from FY 2023). Profit margin: 15% (up from 6.3% in FY 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 25%. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
分析記事 • May 04Here's Why We Think Kansai Nerolac Paints (NSE:KANSAINER) Might Deserve Your Attention TodayIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Apr 16Benign Growth For Kansai Nerolac Paints Limited (NSE:KANSAINER) Underpins Its Share PriceKansai Nerolac Paints Limited's ( NSE:KANSAINER ) price-to-earnings (or "P/E") ratio of 19x might make it look like a...
お知らせ • Mar 27Kansai Nerolac Paints Limited to Report Fiscal Year 2024 Results on May 04, 2024Kansai Nerolac Paints Limited announced that they will report fiscal year 2024 results at 12:15 PM, Indian Standard Time on May 04, 2024
分析記事 • Mar 13Kansai Nerolac Paints (NSE:KANSAINER) Could Easily Take On More DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Feb 12Capital Allocation Trends At Kansai Nerolac Paints (NSE:KANSAINER) Aren't IdealTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Reported Earnings • Feb 06Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: ₹1.91 (up from ₹1.36 in 3Q 2023). Revenue: ₹19.4b (up 6.1% from 3Q 2023). Net income: ₹1.54b (up 40% from 3Q 2023). Profit margin: 8.0% (up from 6.0% in 3Q 2023). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
分析記事 • Jan 27If EPS Growth Is Important To You, Kansai Nerolac Paints (NSE:KANSAINER) Presents An OpportunityIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Dec 26Kansai Nerolac Paints Limited to Report Q3, 2024 Results on Feb 05, 2024Kansai Nerolac Paints Limited announced that they will report Q3, 2024 results on Feb 05, 2024
分析記事 • Dec 07Kansai Nerolac Paints (NSE:KANSAINER) Could Easily Take On More DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Nov 09Additional Considerations Required While Assessing Kansai Nerolac Paints' (NSE:KANSAINER) Strong EarningsKansai Nerolac Paints Limited's ( NSE:KANSAINER ) robust earnings report didn't manage to move the market for its...
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: ₹2.19 (vs ₹1.41 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.19 (up from ₹1.41 in 2Q 2023). Revenue: ₹19.8b (up 2.5% from 2Q 2023). Net income: ₹1.77b (up 56% from 2Q 2023). Profit margin: 9.0% (up from 5.9% in 2Q 2023). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Sep 27Kansai Nerolac Paints Limited to Report Q2, 2024 Results on Nov 01, 2023Kansai Nerolac Paints Limited announced that they will report Q2, 2024 results on Nov 01, 2023
分析記事 • Sep 16Do Kansai Nerolac Paints' (NSE:KANSAINER) Earnings Warrant Your Attention?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Aug 26Kansai Nerolac Paints' (NSE:KANSAINER) Returns On Capital Not Reflecting Well On The BusinessIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Price Target Changed • Aug 08Price target increased by 9.2% to ₹357Up from ₹327, the current price target is an average from 17 analysts. New target price is 8.4% above last closing price of ₹329. Stock is down 0.4% over the past year. The company is forecast to post earnings per share of ₹9.87 for next year compared to ₹5.86 last year.
New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 9.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 9.1% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: ₹9.13 (vs ₹1.93 in 1Q 2023)First quarter 2024 results: EPS: ₹9.13 (up from ₹1.93 in 1Q 2023). Revenue: ₹21.7b (up 6.0% from 1Q 2023). Net income: ₹7.38b (up 372% from 1Q 2023). Profit margin: 34% (up from 7.6% in 1Q 2023). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 01Kansai Nerolac Paints Limited to Report Q1, 2024 Results on Aug 03, 2023Kansai Nerolac Paints Limited announced that they will report Q1, 2024 results at 3:30 PM, Indian Standard Time on Aug 03, 2023
お知らせ • Jun 28+ 1 more updateKansai Nerolac Paints Limited Approves Dividend for the Year Ended 31 March, 2023Kansai Nerolac Paints Limited approved dividend of INR 2.70 (270%) per Equity Share of the nominal value of 1 each for the year ended 31st March, 2023 at its AGM held on June 26, 2023.
Reported Earnings • Jun 07Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹8.79 (up from ₹6.66 in FY 2022). Revenue: ₹75.4b (up 18% from FY 2022). Net income: ₹4.74b (up 32% from FY 2022). Profit margin: 6.3% (up from 5.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
分析記事 • May 31Does Kansai Nerolac Paints (NSE:KANSAINER) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • May 19Kansai Nerolac Paints Limited, Annual General Meeting, Jun 26, 2023Kansai Nerolac Paints Limited, Annual General Meeting, Jun 26, 2023, at 11:00 Indian Standard Time.
Upcoming Dividend • May 18Upcoming dividend of ريال2.70 per share at 0.6% yieldEligible shareholders must have bought the stock before 25 May 2023. Payment date: 26 July 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (0.9%).
お知らせ • May 09+ 1 more updateKansai Nerolac Paints Limited Announces Resignation of Shigeki Takahara as Non-Executive Director with Effect from 26 June, 2023Kansai Nerolac Paints Limited announced that at its Board Meeting held on May 8, 2023, noted resignation of Mr. Shigeki Takahara (holding Director Identification Number: 08736626) as a Non-Executive Director of the Company with effect from 26th June, 2023 and appointment of Mr. Pravin D. Chaudhari (holding Director Identification Number: 02171823) with effect from 26th June, 2023, as a Non-Executive Director, liable toretire by rotation, in the causal vacancy caused by the resignation of Mr. Takahara. The appointment of Mr. Chaudhari is subject to the approval of the Shareholders at the ensuing Annual General Meeting of the Company. Mr. Pravin Digambar Chaudhari has a bachelor's degree in engineering and masters in management from Mumbai University. Mr. Chaudhari joined the Company as a trainee in 1993 and was appointed as a director on theBoard in 2008. He was with the Company till 2018. In 2018, he joined Pidilite Industries to head their Pigment business and industrial operations. He has joined Kansai Paint Co. Ltd., Japan as Managing Officer and Deputy Chief of Corporate Production, Supply Chain Management and Procurement in April 2023. He has rich knowledge and experience in the field of Operations Management, Manufacturing, Supply Chain Management,Business Development, Sales Management and Strategy.
Reported Earnings • May 09Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹8.79 (up from ₹6.66 in FY 2022). Revenue: ₹75.7b (up 19% from FY 2022). Net income: ₹4.74b (up 32% from FY 2022). Profit margin: 6.3% (up from 5.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
分析記事 • May 04Here's What's Concerning About Kansai Nerolac Paints' (NSE:KANSAINER) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: ₹2.04 (vs ₹2.38 in 3Q 2022)Third quarter 2023 results: EPS: ₹2.04 (down from ₹2.38 in 3Q 2022). Revenue: ₹18.3b (flat on 3Q 2022). Net income: ₹1.10b (down 14% from 3Q 2022). Profit margin: 6.0% (down from 7.1% in 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 6% per year.
分析記事 • Feb 01Returns On Capital Signal Tricky Times Ahead For Kansai Nerolac Paints (NSE:KANSAINER)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Jan 06Does Kansai Nerolac Paints (NSE:KANSAINER) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Dec 31Kansai Nerolac Paints Limited to Report Q3, 2023 Results on Feb 03, 2023Kansai Nerolac Paints Limited announced that they will report Q3, 2023 results on Feb 03, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Bhaskar Bhat was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: ₹2.11 (vs ₹1.71 in 2Q 2022)Second quarter 2023 results: EPS: ₹2.11 (up from ₹1.71 in 2Q 2022). Revenue: ₹19.4b (up 20% from 2Q 2022). Net income: ₹1.14b (up 23% from 2Q 2022). Profit margin: 5.9% (up from 5.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Chemicals industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 3% per year.
分析記事 • Nov 02Kansai Nerolac Paints (NSE:KANSAINER) Is Reinvesting At Lower Rates Of ReturnIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
